VWM

Vigilare Wealth Management Portfolio holdings

AUM $289M
1-Year Est. Return 19.18%
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$4.11M
3
+$3.83M
4
PSQ icon
ProShares Short QQQ
PSQ
+$3.31M
5
SH icon
ProShares Short S&P500
SH
+$3.14M

Top Sells

1
+$25.2M
2
+$1.21M
3
+$1.16M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M
5
BND icon
Vanguard Total Bond Market
BND
+$781K

Sector Composition

1 Technology 6.51%
2 Consumer Discretionary 3.19%
3 Consumer Staples 2.9%
4 Healthcare 2.83%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$487K 0.2%
1,510
52
$485K 0.2%
1,054
53
$471K 0.19%
2,818
-132
54
$418K 0.17%
2,333
-6,764
55
$414K 0.17%
2,657
-40
56
$412K 0.17%
5,877
-99
57
$401K 0.16%
948
+1
58
$393K 0.16%
1,414
59
$377K 0.15%
1,236
+2
60
$375K 0.15%
13,335
+42
61
$365K 0.15%
+1,346
62
$363K 0.15%
738
-160
63
$356K 0.14%
573
64
$354K 0.14%
2,070
-38
65
$343K 0.14%
2,289
+231
66
$340K 0.14%
656
-7
67
$337K 0.14%
1,188
-21
68
$320K 0.13%
16,811
69
$317K 0.13%
1,538
70
$307K 0.12%
1,479
-1
71
$306K 0.12%
620
72
$305K 0.12%
3,860
73
$292K 0.12%
1,894
+2
74
$267K 0.11%
1,209
-4,554
75
$263K 0.11%
11,856
+6
1 2
3
4